LFP
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Lakeshore Financial Planning’s Pinnacle West Capital PNW Stock Holding History

Lakeshore Financial Planning’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Buy
+2,121
New +$217K 0.07% 83

Other funds holding PNW

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Lakeshore Financial Planning's PNW Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 2,121 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #83 among its holdings.

257 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Lakeshore Financial Planning held 2,121 shares of Pinnacle West Capital worth $227K as of Q2 2026.
  • Pinnacle West Capital was a new Lakeshore Financial Planning position in Q2 2026.
  • Pinnacle West Capital made up 0.07% of Lakeshore Financial Planning's portfolio in Q2 2026, its #83 holding.
  • 257 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.